OCSL vs. HTGC
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and Hercules Capital, Inc. (HTGC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCSL or HTGC.
Key characteristics
| OCSL | HTGC | |
|---|---|---|
| YTD Return | -0.10% | 16.89% |
| 1Y Return | 17.86% | 62.56% |
| 3Y Return (Ann) | 10.65% | 15.68% |
| 5Y Return (Ann) | 15.20% | 20.69% |
| 10Y Return (Ann) | 6.29% | 14.52% |
| Sharpe Ratio | 1.24 | 3.13 |
| Daily Std Dev | 16.05% | 20.78% |
| Max Drawdown | -60.04% | -68.29% |
| Current Drawdown | -5.29% | 0.00% |
Fundamentals
| OCSL | HTGC | |
|---|---|---|
| Market Cap | $1.57B | $3.09B |
| EPS | $1.55 | $2.31 |
| PE Ratio | 12.79 | 8.26 |
| PEG Ratio | 0.93 | 0.52 |
| Revenue (TTM) | $398.09M | $460.67M |
| Gross Profit (TTM) | $262.52M | $321.69M |
| EBITDA (TTM) | -$9.68M | $381.69M |
Correlation
The correlation between OCSL and HTGC is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OCSL vs. HTGC - Performance Comparison
In the year-to-date period, OCSL achieves a -0.10% return, which is significantly lower than HTGC's 16.89% return. Over the past 10 years, OCSL has underperformed HTGC with an annualized return of 6.29%, while HTGC has yielded a comparatively higher 14.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
OCSL vs. HTGC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and Hercules Capital, Inc. (HTGC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OCSL vs. HTGC - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 11.43%, more than HTGC's 9.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 11.43% | 11.09% | 11.85% | 7.30% | 7.10% | 6.80% | 8.55% | 9.04% | 13.10% | 10.59% | 12.60% | 11.66% |
HTGC Hercules Capital, Inc. | 9.60% | 11.40% | 14.90% | 9.34% | 9.57% | 9.49% | 11.40% | 9.45% | 8.79% | 10.17% | 8.33% | 6.77% |
Drawdowns
OCSL vs. HTGC - Drawdown Comparison
The maximum OCSL drawdown since its inception was -60.04%, smaller than the maximum HTGC drawdown of -68.29%. Use the drawdown chart below to compare losses from any high point for OCSL and HTGC. For additional features, visit the drawdowns tool.
Volatility
OCSL vs. HTGC - Volatility Comparison
The current volatility for Oaktree Specialty Lending Corporation (OCSL) is 3.31%, while Hercules Capital, Inc. (HTGC) has a volatility of 3.68%. This indicates that OCSL experiences smaller price fluctuations and is considered to be less risky than HTGC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OCSL vs. HTGC - Financials Comparison
This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and Hercules Capital, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities